Epstein Secrets

Statement, China Industrial Production/Retail sales/GDP, Euro IP, Italy bond auction, JMP Healthcare Conference (NYC), Earnings (FAST, PGR) Friday: Michigan Confidence, PPI, Earnings (JPM, WFC) (focus on additional details around JPM CIO trading loss) Key Events on the Horizon July 17/18 - Bernanke giv

ch: Longbow cuts USG, Citi downgrades PNW & upgrades WCH GY, Redburn upgrades ITX SM Key Research: UBS upgrades LXS GY, Liberum downgrades LLOY LN, Canaccord downgrades SAB LN Key Research: Berenberg upgrades MTX GY, DB upgrades TFI FP, UBS downgrades LIN GY Reporting Pre-Open: MASC Reporting Post-Close

mit (23rd-24th), BOE minutes, New Home Sales, Chicago Fed, Earnings (CAG, DFS, LEN, MKC, HRB, ORCL) Friday: Russell Rebalance, GDP, Durable Orders, Michigan Confidence, BOE to release minutes of Financial Policy Committee meeting This e-mail and any files transmitted with it are confidential and intende

er initiates BBG (accumulate), MS removes UBS best ideas Key Research: GS initiates MDR (conviction buy) & removes CVE & adds SNCR conviction buy, Canaccord assumes SM (buy) Key Research: Rodman & Renshaw initiates MTSN (mop), CS downgrades MMI/RIMM & reduces target NOK Key Research: Maxim initiates AF

(538 last). SPA's were slightly higher overnight but now rolling back over -3 handles = 1372 last = lows of morning. "'Import Price Index @ 8:30am, Michigan Confidence @ 9:55am, Wholesale Inventories @ 10am*** • Priceline.com to buy Kayak $1.8B ($40-shr cash/stock) = 29% premium to yesterdays close •

iti initiates TUMI/ZLC (buy), Bofa initiates PANW (buy), Investec downgrades SGE LN Key Research: Bofa initiates EXL (neut), GS upgrades ATK (buy), Canaccord initiates LCI (buy), Cheuvreux downgrades AGL IM Key Research: Equita downgrades AGL IM, Numis upgrades G4S LN, HSBC upgrades KBC BB, Seymour downg

vote on whether to hold AG US GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, RIMM) Friday: Personal Income and Spending, Chicago PMI, Michigan Confidence, EC qtrly report on Euro area, Earnings (STZ) This e-mail and any files transmitted with it are confidential and intended only for the

rch: Stifel assumes RTN (buy) & GD/LMT/NOC/LLL (holds), Cantor initiates ZMH/SYK (holds) Key Research: Piper downgrades VCLK & initiates TITN (ow), Canaccord initiates MM (buy), Jefferies downgrades PEG Key Research: DB upgrades AZO (buy), JPM downgrades DOW, UBS downgrades EW, GS upgrades JPM & cuts MS

rsday: GDP, Kansas City Fed Manufacturing, EU Summit in Brussels, Earnings (FDO, CAN, NKE, RIMM) Friday: Personal Income and Spending, Chicago PMI, Michigan Confidence, EC qtrly report on EFTA00410736 Euro area, Earnings (STZ) Ike Groff 1680 Washington Blvd Stamford, CT 069011 • (203) 302-7300 1• mai

HIS, AEC IPO's: N/A Key Research: Barcap downgrades CIM, Imperial initiates TPC (op), Nomura initiates FB (buy), Piper upgrades TFM Key Research: Canaccord initiates SWKS (buy) & TQNT/RFMD (holds), Telsey initiates ADS/DFS/COF/AXP/V/MA Key Research: GS adds VOW GR & VOD LN to Conviction Buy List & cuts

indices (after close), Options Expiration, Eurogroup meeting (euro zone finance ministers, central bank and EU commissioner) in Poland, TIC Flows, Michigan Confidence, CS Chemical and Ag Science Conference (NYC) Ike Groff 1680 Washington Blvd Stamford, CT 069011 • mailto: (Description: Description: c

r Key Research: MS initiates ALGN (uw) & XRAY/TFX (ew) & HRC/SIRO (ow), Baird upgrades IRET Key Research: Roth downgrades CYCC/SPPI/CLDX/DNDN/REGN, Canaccord initiates ZLCS (buy) Key Research: Auriga upgrades MYGN (buy), Bankhaus upgrades PAH3.GR & downgrades HEI.GR Key Research: Citi cuts Bank estimates

, BOE rate decision, ECB monthly report, BOJ minutes, China CPUPPI March, Citi Diamond & Jewelry Conference (NYC), Earnings (FDO, PIR) Friday: PPI, Michigan Confidence, Earnings (JPM, FAST, WFC) Key Events on the Horizon Apr 16 — Yellen speaks at Economic Club of NY @ 12:15pm Apr 18 - US & European mar

ell), UBS downgrades PC IM, CM-CIC downgrades EN FP (sell) • Kepler upgrades ZOT SM & cuts ROVI SM & reinstates SCYR SM (buy) and FCC SM (reduce) • Canaccord cuts SYR LN (sell) & upgrades ABC LN & initiates GMS LN (buy), Berenberg upgrades LEI GR (buy) Reporting Post-Close: MY, SHLM, TISI, ZEP Economic D